# RBP Investment Advisors

RBP Investment Advisors is a Bank / Wealth / Trust based in Alamo, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Alamo, United States
- **Region:** North America
- **Address:** 3201 Danville Boulevard, Suite 185, Alamo, CA 94507, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** rbpia.com
- **LinkedIn:** https://linkedin.com/company/rbp-investment-advisors-inc.

## Regulatory record

- **CRD number:** 137830
- **SEC file number:** 801-64902
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/137830

## About

RBP Investment Advisors was established in 2005 by Peter F. Landini, a CFP® and former managing director at Fremont Investment Advisors, the entity linked historically to the Bechtel family's investment group. The firm operates from Alamo, California, with a secondary location in Truckee, and is built as a multi-generational practice: Peter's son Alexander handles financial-plan development and portfolio databases, while Bonnie Landini manages operations. This structure makes it a family-run RIA targeting private clients, trusts, estates, and company retirement plans. The firm constructs individualized portfolios rather than relying on models, incorporating each client's existing assets and tax position into a written Investment Policy Statement. Its service set combines investment management with retirement-distribution modeling, estate planning (often involving trusts and charitable-giving strategies), and modular comprehensive financial planning that covers insurance and education funding. The geographic footprint centers on the San Francisco East Bay and the Lake Tahoe region. RBP Investment Advisors publicly lists four professionals, including Debra L. McNeill, CFA, who previously held equity-analyst roles at RCM Capital Management and Security Pacific Bank. Peter Landini's career includes managing portfolios for retirement plans, foundations, and mutual funds at Fremont, and he has appeared as a commentator on CNN and Bloomberg News. The firm leverages its small-team structure to offer clients a continuous advisory relationship, with quarterly performance reporting and ongoing tax reviews as standard. What distinguishes the firm structurally is the direct lineage to the Bechtel investment apparatus and a deliberate choice to remain a compact, family-operated RIA rather than scaling into a multi-office platform. This keeps the principal in the portfolio-construction seat, without an intermediary manager layer, for the eastern East Bay and Truckee client base.

## Sectors

- Real Estate
- Private Credit

## Offices

- Truckee, CA, United States

## People

- Peter F. Landini — Principal & Wealth Manager
- Alexander R. Landini — Associate
- Bonnie P. Landini — Operations Manager
- Debra L. McNeill — Investment Research, CFA

## Questions

### Who makes investment decisions at RBP Investment Advisors?

Peter F. Landini, as Principal & Wealth Manager, leads the investment process, supported by Debra L. McNeill, CFA, who provides equity research. Alexander Landini assists with portfolio management databases and financial plans, while Bonnie Landini oversees operations, keeping the decision chain direct and internal.

### Does RBP use model portfolios, and what is its investment approach?

The firm explicitly states it does not rely on model portfolios. Each client receives a customized Investment Policy Statement that incorporates existing assets, tax considerations, and the client’s specific goals and risk constraints, with regular performance and tax reporting.

### What client types does RBP serve, and what is its geographic focus?

RBP advises individuals, family groups, trusts, estates, and company retirement plans. Its practice is anchored in Alamo, California (San Francisco East Bay), with a secondary office in Truckee serving the Lake Tahoe region.

## Related profiles

- [RBP Capital Group Africa](https://altss.com/profile/rbp-capital-group-africa)
- [RBPREV](https://altss.com/profile/rbprev)

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Last updated: 2026-08-11T02:43:31.692Z

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